Jack Farley

There was overhiring and it's a convenient way to say this is why we're laying off 10% of the workforce.

Are you really seeing that productivity come through from these firms that are saying it's because of AI adoption?

Well, it's TAM posting.

I mean, what's the TAM of labor, right?

Like, that's what they're doing.

Yeah.

Yeah, we're not the audience.

The college grads aren't the audience.

It's VCs and banks and the controllers of capital.

Not necessarily.

I don't know.

Not groupthink.

It's more... Because I agree.

No, I mean, we're content creators, right?

Like, sometimes you'll have somebody on and they're talking about something and, you know, it's just very institutional, right?

Like, it's for a very small group of people.

There's maybe 10,000 people in the world that that piece of content is actually for, but yet it finds its way in front of a bunch of retail investors and they're the ones who are commenting on it.

Like, I think that this is in many ways, like, the version of that.

Like, these people are not, they're not talking about AI specifically.

to reach the masses and explain to them, like, they're trying to justify a $2 trillion valuation, a $10 trillion valuation.